Wenatchee, WA Office
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Valic Financial Advisors
Enterprise
Firm-wide stats for Valic Financial Advisors
About
VALIC Financial Advisors, Inc. is an SEC-registered investment adviser and a FINRA-member broker‑dealer that serves primarily U.S. individuals — including high net worth and ultra‑high net worth clients — as well as employer‑sponsored retirement participants. The firm offers multiple wrap programs (including the MIP UMA Program), portfolio management, and financial planning and consulting services through a large network of investment advisor representatives.
The firm implements discretionary unified managed accounts using Envestnet’s platform and third‑party UMA model managers, and it offers optional Overlay Services (tax‑aware and impact/ESG overlays) for taxable equity sleeves. IARs work with clients on risk questionnaires, proposals, and a Statement of Investment Selection to establish guidelines, and they must meet firm licensing and training requirements while operating within the firm’s supervisory framework.
Compared with many peers, VFA operates at scale — managing roughly $29.2 billion and serving close to 300,000 clients through more than 1,200 advisors — which corresponds to an unusually high client count per advisor and a heavier reliance on centralized technology and model solutions. The firm’s combined adviser and broker‑dealer structure, its affiliation with Corebridge/VALIC (including access to annuity and mutual fund products), and the regulatory disclosures and settlements noted in its brochure are further distinguishing features that affect its product shelf, compensation dynamics, and oversight practices.
Based on Valic Financial Advisors
Expertise
Based on Valic Financial Advisors
Location
1014 Fifth Street, Suite 201
Wenatchee WA 98801
Advisors at this office
3
Advisors at this office
Allison P
Series 66
Wenatchee, WA
Valic Financial Advisors
Allison Pasta is a financial advisor at Valic Financial Advisors with a Series 66 designation and four years of industry experience. She has held positions at Bergdorf Cellars and Agia, where she currently serves as an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.
Deanna B
Series 66
Wenatchee, WA
Valic Financial Advisors
Deanna Brown is a financial advisor with Valic Financial Advisors in Wenatchee, WA, holding a Series 66 credential and eight years of industry experience. She has served as an executive officer for PFLAG Wenatchee, a local nonprofit supporting friends and family of LGBTQ+ individuals. Prior to her advisory role, she worked in the Ephrata School District for ten years. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, offering managed-account programs, financial planning, and brokerage services. The firm uses Envestnet-developed UMA models for portfolio construction and manages approximately $26.4 billion in discretionary assets through a large network of advisors.
Christopher L
Series 66
Wenatchee, WA
Valic Financial Advisors
Christopher Lupo is a Series 66-credentialed financial advisor with three years of industry experience. He is currently with Valic Financial Advisors and also serves as an agent for Agia, selling non-securities insurance products. Prior to his financial services roles, he worked in various school districts from 2012 to 2022. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.
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